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Create a case

Written by Skyler Lambert

Before you start loading document exhibits, you need to create a case.

On your case list (the first screen you see after signing in), click Add New Case.

The case list with the Add New Case button

Fill in the case details. Fields marked with an asterisk (*) are required — Case Number, Plaintiff, and Internal Case / Matter Number. You can also add a Display Name, Defendant, Judge, and Notes, and click Click to customize under the exhibit sticker to set up your exhibit stamp.

The Add Case form

Click Create Case and your new case appears in the list.

You control which users can access this case after it's created, from Manage Case — see the Manage user access to cases article.

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